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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
2
Morgan Stanley
Morgan Stanley
New York
+$154M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$150M
4
Goldman Sachs
Goldman Sachs
New York
+$72.5M
5
Jane Street
Jane Street
New York
+$69.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$144M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$71.6M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$69.5M
4
BlackRock
BlackRock
New York
-$52.4M
5
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
351
AlTi Global
New York
$297K +$297K +14,009 New
MCM
352
Mainstay Capital Management
Michigan
$292K +$72.1K +3,403 +33%
AC
353
Avestar Capital
New York
$286K +$21.2K +1,000 +8%
CFGF
354
Compass Financial Group (Florida)
Florida
$284K +$284K +13,395 New
MIH
355
Meitav Investment House
Israel
$283K -$41.2K -1,946 -13%
FF
356
Friedenthal Financial
New Jersey
$283K -$2.33K -110 -0.8%
M&T Bank
357
M&T Bank
New York
$279K -$13.6K -641 -5%
MW
358
MBL Wealth
North Carolina
$277K +$25.4K +1,198 +10%
PTC
359
Private Trust Company
Ohio
$274K +$3.52K +166 +1%
Nomura Asset Management
360
Nomura Asset Management
Japan
$270K – – –
4FG
361
4Thought Financial Group
New York
$265K -$8.09K -382 -3%
AL
362
Aspiriant LLC
California
$264K -$27.4K -1,295 -9%
CFP
363
Catalyst Financial Partners
Massachusetts
$264K -$7.41K -350 -3%
OWA
364
Opal Wealth Advisors
New York
$256K -$142K -6,724 -36%
BPA
365
Beacon Pointe Advisors
California
$254K -$74.9K -3,536 -23%
CAM
366
Cobblestone Asset Management
Virginia
$252K +$252K +11,892 New
RSA
367
River Street Advisors
Illinois
$248K -$16.6K -786 -6%
ES
368
Eagle Strategies
New York
$247K +$247K +11,649 New
FUBT
369
First United Bank & Trust
Maryland
$243K +$243K +11,481 New
LFAS
370
Level Four Advisory Services
Texas
$243K +$243K +11,454 New
1IA
371
1620 Investment Advisors
Massachusetts
$236K +$19.3K +911 +9%
LMKC
372
L.M. Kohn & Company
Ohio
$234K -$47.7K -2,250 -17%
AFA
373
AA Financial Advisors
Ohio
$234K +$234K +11,042 New
IWMA
374
Ironwood Wealth Management (Arizona)
Arizona
$229K +$29.7K +1,404 +15%
WB
375
WesBanco Bank
West Virginia
$226K – – –
13 14
15
16 17